Mission Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Mission Wealth Management’s Portfolio MIN Stock Details MIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30,815	Closed	-$82.6K	–	751
2025 Q3	$82.6K	Buy	30,815 +497	+2%	+$1.33K	﹤0.01%	692
2025 Q2	$82.2K	Buy	30,318 +488	+2%	+$1.3K	﹤0.01%	672
2025 Q1	$80.2K	Buy	29,830 +477	+2%	+$1.28K	﹤0.01%	657
2024 Q4	$78.1K	Buy	29,353 +480	+2%	+$1.3K	﹤0.01%	647
2024 Q3	$78.5K	Buy	+28,873	New	+$78.6K	﹤0.01%	665

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mission Wealth Management's MIN Position: Q4 2025 in Review

Mission Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2025, closing a stake of 30,815 shares — an estimated $82.6K sold.

Mission Wealth Management first reported a position in MIN in Q3 2024 and held it in 5 quarters. The position peaked at $82.6K in Q3 2025. 86 funds tracked by Wall St. Rank hold MIN as of Q4 2025.

Mission Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2025 after selling out during the quarter.
Mission Wealth Management sold 30,815 Aberdeen Intermediate Income Fund shares in Q4 2025, an estimated $82.6K.
Mission Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q3 2024 and held it in 5 quarters.
Mission Wealth Management's Aberdeen Intermediate Income Fund position peaked at $82.6K in Q3 2025.
86 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.